Diversify Advisory Services LLC Reduces Stake in Morningstar, Inc ...

Jan 23, 2025 · Diversify Advisory Services LLC lessened its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 5.9% in the fourth quarter, according to the company in …

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Diversify Advisory Services LLC Reduces Stake In Morningstar, Inc ...

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Jan 23, 2025 · Diversify Advisory Services LLC lessened its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 5.9% in the fourth quarter, according to the company in …

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Diversify Advisory Services LLC Decreases Stake In IShares …

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Jan 23, 2025 · Diversify Advisory Services LLC lowered its stake in iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) by 37.1% in the 4th quarter, HoldingsChannel.com …

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Diversify Advisory Services LLC Lowers Stake In IShares …

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Nov 1, 2024 · Diversify Advisory Services LLC lessened its stake in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) by 14.2% during the 3rd quarter, according …

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Diversify Advisory Services LLC Sells 1,464 Shares Of IShares Russell ...

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Jan 24, 2025 · Diversify Advisory Services LLC reduced its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 71.7% during the 4th quarter, according to its most …

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Diversify Advisory Services LLC Reduces Position In United Parcel ...

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Jan 21, 2025 · Diversify Advisory Services LLC cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 64.0% during the fourth quarter, according to its most …

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Diversify Advisory Services LLC Trims Stock Position In Blackstone …

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Jan 20, 2025 · Diversify Advisory Services LLC reduced its stake in shares of Blackstone Inc. (NYSE:BX - Free Report) by 40.0% in the 4th quarter, according to the company in its most …

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Meta Platforms, Inc. (NASDAQ:META) Stake Lowered By Diversify …

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Jan 22, 2025 · Diversify Advisory Services LLC cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.7% in the fourth quarter, according to the company in its …

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Diversify Advisory Services LLC Has $1.17 Million Stake In

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Jan 21, 2025 · Diversify Advisory Services LLC increased its stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 23.7% in the fourth quarter, according …

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Diversify Advisory Services LLC Reduces Stake In IShares China …

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Jan 24, 2025 · Diversify Advisory Services LLC decreased its position in iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) by 34.8% during the 4th quarter, according to its most …

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Diversify Advisory Services LLC Reduces Position In IShares Short ...

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Jan 23, 2025 · Diversify Advisory Services LLC trimmed its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 49.4% during the fourth quarter, according to its …

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Diversify Advisory Services LLC Decreases Stock Position In

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Jan 20, 2025 · Diversify Advisory Services LLC decreased its stake in shares of BNY Mellon US Mid Cap Core Equity ETF (NYSEARCA:BKMC – Free Report) by 34.9% during the 4th …

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Visa Inc. (NYSE:V) Shares Sold By Diversify Advisory Services LLC

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Jan 22, 2025 · Diversify Advisory Services LLC reduced its stake in shares of Visa Inc. (NYSE:V - Free Report) by 11.8% in the 4th quarter, according to its most recent disclosure with the …

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Diversify Advisory Services LLC Cuts Stock Holdings In Vanguard …

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Jan 23, 2025 · Diversify Advisory Services LLC lowered its stake in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 6.8% in the 4th quarter, according to its most …

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Diversify Advisor Network Brings On An Additional $215M

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Nov 1, 2024 · Morningstar brands and products Company Portfolio

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Diversify Advisory Services LLC Cuts Holdings In Amgen Inc

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Jan 21, 2025 · Diversify Advisory Services LLC lowered its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 32.3% in the fourth quarter, according to its most recent …

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Diversify Advisory Services LLC Reduces Stock Holdings In The …

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Jan 21, 2025 · Diversify Advisory Services LLC trimmed its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 13.4% in the 4th quarter, according to its most …

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WEC Energy Group, Inc. (NYSE:WEC) Stock Position Lowered By …

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Jan 23, 2025 · Diversify Advisory Services LLC lowered its position in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 8.1% in the 4th quarter, HoldingsChannel reports. …

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Diversify Advisory Services LLC Lowers Stake In Accenture

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Jan 20, 2025 · Diversify Advisory Services LLC cut its position in Accenture plc (NYSE:ACN - Free Report) by 14.6% in the fourth quarter, according to the company in its most recent …

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Diversify Advisory Services LLC Sells 165 Shares Of STERIS Plc …

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Jan 23, 2025 · Diversify Advisory Services LLC lessened its position in STERIS plc (NYSE:STE – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent …

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FAQs about Diversify Advisory Services LLC Reduces Stake in Morningstar, Inc ... Coupon?

Does diversify Advisory Services LLC own Morningstar?

Diversify Advisory Services LLC lessened its position in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 5.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,072 shares of the business services provider’s stock after selling 67 shares during the quarter. ...

How many shares does diversify Advisory Services LLC own?

The fund owned 1,072 shares of the business services provider’s stock after selling 67 shares during the quarter. Diversify Advisory Services LLC’s holdings in Morningstar were worth $339,000 at the end of the most recent reporting period. ...

Does Ameritas Advisory Services LLC own VanEck Morningstar wide moat ETF?

Ameritas Advisory Services LLC lifted its position in shares of VanEck Morningstar Wide Moat ETF by 91.0% in the fourth quarter. Ameritas Advisory Services LLC now owns 13,547 shares of the company’s stock valued at $1,256,000 after acquiring an additional 6,455 shares in the last quarter. ...

Who owns VanEck Morningstar wide moat ETF?

Diversify Advisory Services LLC purchased a new stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 4,950 shares of the company’s stock, valued at approximately $451,000. ...

Does Massachusetts Financial Services Co MA own Morningstar?

Massachusetts Financial Services Co. MA lifted its stake in shares of Morningstar by 9.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,201,708 shares of the business services provider’s stock worth $383,489,000 after purchasing an additional 102,206 shares during the period. ...

Does Smart Money Group LLC own VanEck Morningstar wide moat ETF?

Smart Money Group LLC lifted its stake in VanEck Morningstar Wide Moat ETF by 2.1% in the 4th quarter. Smart Money Group LLC now owns 320,797 shares of the company’s stock valued at $29,746,000 after buying an additional 6,712 shares in the last quarter. ...